Following the Party Congress in October, China is back to business and focused on growth. After seeing significant improvements surrounding removing COVID-zero policies, relaxation of the internet regulatory campaign, supporting troubled real estate developers, and cooperating with US regulators on auditing reviews, optimism is returning to the markets. However, frayed US-China relations are keeping some international investors on the sidelines. We believe this creates a compelling opportunity for China’s onshore market, whose domestic investor base focuses less on headline risk and more on improving fundamentals.
During this webinar, KraneShares CIO Brendan Ahern covers:
The KraneShares MSCI China A 50 Connect UCITS ETF
Improvements in China's economy post-COVID
The current state of US-China relations
How multinationals continue to derive profit from China
Pairing onshore and offshore equities to increase exposure to growth sectors
China's macroeconomic conditions and outlook
How holding the top 50 A-share stocks may benefit your portfolio